Building Lifelong Relationships
To Make Sound CHOICES AND Decisions Together
We believe you can live the quality of life you desire for yourself and your family, both now and in the future. In fact, we believe you can create an extraordinary life on your own terms with freedom, independence and peace of mind.
We work with people, just like you, to design and organize your financial life, especially in retirement. We're focused on pursuing real-life results with the goal of you retiring comfortably, staying comfortably retired and living an extraordinary life on your own terms.
We want our journey to be fun and full of laughter so you can focus on living an abundant, purpose-filled life with the people, places and activities you love the most. Let's have a conversation!
Tim Evans, CFP® CLTC
Founder
We have fun while getting real and creating your dream.
Building Lifelong Relationships to Make Sound Decisions Together
We help you get crystal clear on what you want and then we make a plan to go after it.
Complete Financial Planning
We simplify your life by managing your retirement and investment accounts so you can spend time on what matters most.
Proactive Investment Management
We’re here to listen, guide and hold your and your family’s hand when the going gets tough.
EMOTIONALLY ENDURing THE UPS AND DOWNS OF LIFE, FINANCIAL PLANNING AND INVESTING.
WE HELP CLIENTS PURSUE A BETTER QUALITY OF LIFE BY
DISCOVER AND CLARIFY VISIONS, GOALS, DREAMS AND OBJECTIVES
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FINANCIAL POSITIONING AND DEBT MANAGEMENT
ESTATE PLANNING AND TRUST SERVICES
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RETIREMENT AND INCOME PLANNING
03
INVESTMENTS AND WEALTH ACCUMULATION STRATEGIES
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Working Together
TAX PLANNING
RISK MANAGEMENT AND INSURANCE
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While every Client's needs are unique, we address the seven main areas of financial planning and investment management.
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Investments and Wealth Accumulation Strategies
We’ll help you maximize your results and quality of life by organizing, diversifying and proactively managing your investments such as your stocks, bonds, mutual funds, annuities, real estate, business interests and children’s or grandchildren’s college account.
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The Client Covenant
At the heart of Eastwood Wealth is a list of six principles that are the foundation of who we are. We call these timeless values our Client Covenant.
The Client Covenant is where we come from and it illuminates our path forward. We are fiduciaries, in thought and deed. This means your best interests are our top priority.
our promise to you
Always tell the truth
Do the very best we can
Treat you and your family
as we do our own
Be confidential, Personalized and completely committed to the realization of your visions, goals and dreams
Be Good Stewards
In The Community
Challenge Our Most Deeply Held Convictions
